Our Vision & Values

We set out to develop a business that helped our clients live the life they truly want, to help them understand their financial situation, develop long-term financial goals and empower them to make the best financial decisions.

The NorthStar Vision

At NorthStar, we believe that everyone should be empowered to make the best financial decisions possible and use their money to live the life they truly want. We are proud to be at the forefront of the technological drive that is transforming the way wealth management services are provided, helping reconnect people with their finances. This revolution will allow people to make better financial decisions by providing the tools and financial advice they require in a genuinely accessible way.

The NorthStar Mission

Our mission is to deliver unrivalled financial planning and wealth management services that make a tangible improvement to the lives of our clients. We will achieve this by harnessing the latest technology to help our clients understand and optimise their financial position and make the best financial decisions possible. We empower our clients to reconnect with their finances so that they can truly live the life they want.

NorthStar Core Values

There are nine core values that underpin everything we do at NorthStar. These core values are more than nice words – they are at the heart of everything we do, every decision we make and impact on everything we are.

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Integrity

We will act with the utmost integrity in everything we do. We continue to build upon our reputation for the highest levels of integrity and professionalism at all times.

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Objective

We approach everything in a completely objective way without any preconceptions. We always provide clear, impartial advice to help you achieve your financial goals.

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Personal

Every NorthStar client has unique personal financial needs. We will deliver tailored financial and investment strategies for each client to help them achieve their individual goals.

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Transparent

We understand that the best way of working with our clients, staff and professional partners is to be absolutely open at all times. We always communicate clearly, consistently and openly.

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Dependable

We understand that to earn the trust of our clients we need to make a simple commitment – when we promise to do something, we ensure it gets done.

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Dedicated

Everything we do ultimately improves the lives of our clients. We are completely dedicated to ensuring our clients are empowered to make the best decisions about their wealth and live the life they want.

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Innovative

We strive to be at the forefront of technological innovation. By harnessing the latest technology, we can provide ever increasing levels of service to our clients.

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Value for Money

We provide value for money in all the services we provide. By harnessing the latest technologies, we are able to drive down costs and increase the value we provide to our clients.

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Beyond Expectations

We believe in setting high expectations but also that expectations are there to be exceeded. We want to go beyond delivering the expected to deliver the exceptional.

“ We decided to set up our company because we thought financial planning could be better. We are never satisfied with the status quo and are always looking for innovative ways to improve the service we offer to our clients. “

James Thompson & Derek Pegg | NorthStar Founders

Proud to be different

At NorthStar, we like to do things differently. We don’t focus on selling products and earning commission. We put your needs first every time. Clear, honest and open financial planning – the way it should be.

Accreditations & Trade Bodies

About NorthStar

At NorthStar, we bring a fresh perspective and innovative approach to wealth management. Our team of chartered financial planners combine their expertise with the latest technology to provide the highest quality independent financial planning and advice. We help our clients take control of their money, grow their wealth, protect their lifestyle and plan for a more certain future.

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